Lima, OH
Golden Reserve Lima, Ohio has helped retirees throughout Allen County protect and preserve their assets in retirement since 2012. With a team of advisors, CPAs, and attorneys on staff to provide guidance on complicated tax planning and estate planning issues, we offer easy access to the tools our clients need to enjoy retirement. In fact, our comprehensive approach to retirement financial planning has earned us a place on the Columbus First Fast 50 list and the Inc. 5000 fastest growing companies list.
More than 1000 Ohio retirees have entrusted our team of retirement financial planners to provide the tax planning, asset preservation, and long-term care analysis they need to protect their hard-earned assets. Schedule time to meet our Lima team today.
Golden Reserve Lima is located in downtown Lima, with convenient fenced-in parking exclusively for our clients.
Staff Members
Patrick Schmidt
Partner
When it comes to retirement financial planning, former MLB-pro Pat Schmidt is changing the game.
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Joshua Maly
Region Head
This industry vet helps his clients sleep easier at night with the knowledge that they're protected from retirements biggest risks.
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Chandler Groves
Retirement Planner
Chandler leverages his passion for developing relationships to ensure his clients retirement plans both meet their individual needs and protect them from retirement's biggest risks.
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Tiffany Kayser
Retirement Planner
When it comes to big decisions, Tiffany Kayser always does her homework. Which is why her clients trust she always has their best interest at heart.
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Hannah Endres
Retirement Planner
Hannah empowers her clients to protect their hard-earned retirement, and helps them move through periods of change and uncertainty seamlessly.
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